- Citigroup (Riverside, CA)
- …share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. + Anticipate the complex ... Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred + Basic understanding of investment and … more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …The Wealth Manager is responsible for managing client relationships, delivering financial planning services, and supporting business development efforts. This ... + Serve as a trusted advisor to high-net-worth clients. + Deliver tailored financial planning and investment advisory services. + Assist in developing and… more
- Meta (Menlo Park, CA)
- …**Minimum Qualifications:** Minimum Qualifications: 7. 10+ years of experience in Financial Planning , Investment Banking or Management Consulting 8. ... team and manage issues related to data center strategy, design, cost profile, financial reporting & forecasting, and planning , such as resource prioritization… more
- Deloitte (San Jose, CA)
- …in designing, developing, and maintaining Anaplan models and modules for financial planning , budgeting, forecasting, and related processes; experience with ... Data Analysis: Strong skills in complex data analysis, especially for financial planning ; relevant finance or similar use case experience. System Implementation… more
- BMO Financial Group (Cupertino, CA)
- …a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning , delivering solutions that are tailor made for ... Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next._** A BMO Senior Premier Relationship… more
- Lumen (Sacramento, CA)
- …PMO, Sales, and Offer Management to support problem-solving efforts and align financial planning with program goals. + Reporting & Presentations: Prepare ... contract types (FFP, T&M, CPAF, CPFF, hybrid) to ensure accurate financial planning and compliance. + Compliance & Documentation: Ensure adherence to internal… more
- Amazon (Culver City, CA)
- …shape our dynamic media landscape. Key job responsibilities - Lead comprehensive financial planning cycles, including month-end, quarterly, and annual operating ... operational efficiency. About the team We are a collaborative and innovative Financial Planning & Analysis team committed to delivering exceptional financial … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …annual financial plans in collaboration with estate management. Oversees vineyard financial planning and financial management, including planning ... in General Ledger, Account Reconciliation, Balance Sheet Reconciliation, Bank Relations, Financial Planning , Financial Statement preparation, Annual Income… more
- City National Bank (Los Angeles, CA)
- …High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning , investment and/or HNW economic issues (aka "continual learner") and ... an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with… more
- Cornerstone onDemand (San Francisco, CA)
- …understanding of and experience with forecasting and the development and review of financial planning models; + Significant understanding of financial ... in a fast-paced environment; + Experience with relevant ERP and Financial Planning systems; + History of successfully working with sophisticated Private Equity… more